Skip to content
Disclosery

WCG Wealth Advisors LLC: SPSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on SPSM, newest first. How the timeline and the estimate are built.

WCG Wealth Advisors LLC held 86,819 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,819 shares
    Change vs previous 13F -12,125 shares

    0.12% of the 13F portfolio, value $5,006,839.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 98,944 shares
    Change vs previous 13F -29,016 shares

    0.13% of the 13F portfolio, value $4,780,982.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 127,960 shares
    Change vs previous 13F +93,559 shares

    0.17% of the 13F portfolio, value $5,996,207.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,401 shares
    Change vs previous 13F -5,029 shares

    0.1% of the 13F portfolio, value $1,593,462.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,430 shares
    Change vs previous 13F -4,240 shares

    0.11% of the 13F portfolio, value $1,679,723.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 43,670 shares
    Change vs previous 13F -19,354 shares

    0.14% of the 13F portfolio, value $1,780,005.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,024 shares
    Change vs previous 13F -7,609 shares

    0.19% of the 13F portfolio, value $2,831,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 70,633 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,215,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).